Latest Institutional Purchases of Marsh & Mclennan Companies, Inc. (MMC)
This list provides information on the latest institutional transactions involving Marsh & Mclennan Companies, Inc. (MMC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
17+ 0.69% |
$3.61K - $4.15K
|
2.47K
$488K
|
|
|
Aug 05, 2025
Q2 2025
|
Dillon & Associates Inc
|
BUY
|
- |
17+ 0.94% |
$3.61K - $4.15K
|
1.82K
$359K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16+ 1.74% |
$3.39K - $3.91K
|
935
$185K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
16+ 1.35% |
$3.39K - $3.91K
|
1.2K
$237K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15+ 1.88% |
$3.18K - $3.66K
|
815
$161K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
15+ 3.25% |
$3.18K - $3.66K
|
476
$94K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
14+ 0.32% |
$2.97K - $3.42K
|
4.35K
$858K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
14+ 0.24% |
$2.97K - $3.42K
|
5.87K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
14+ 1.46% |
$2.97K - $3.42K
|
971
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13+ 4.51% |
$2.76K - $3.18K
|
301
$59.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
13New |
$2.76K - $3.18K
|
13
$2.57K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12+ 0.02% |
$2.55K - $2.93K
|
55.5K
$11M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
12+ 2.32% |
$2.55K - $2.93K
|
529
$104K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
12+ 1.15% |
$2.55K - $2.93K
|
1.06K
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 20.69% |
$2.55K - $2.93K
|
70
$13.8K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
11New |
$2.33K - $2.69K
|
11
$2.17K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
11+ 0.36% |
$2.33K - $2.69K
|
3.05K
$602K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
11+ 0.3% |
$2.33K - $2.69K
|
3.63K
$717K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.34% |
$2.33K - $2.69K
|
3.23K
$637K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
10+ 0.07% |
$2.12K - $2.44K
|
15K
$2.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
10+ 0.02% |
$2.12K - $2.44K
|
43K
$8.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
10+ 0.39% |
$2.12K - $2.44K
|
2.55K
$504K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10+ 0.87% |
$2.12K - $2.44K
|
1.16K
$229K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 4.5% |
$2.12K - $2.44K
|
232
$45.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 125.0% |
$2.12K - $2.44K
|
18
$3.55K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
10+ 30.3% |
$2.12K - $2.44K
|
43
$8.49K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
9New |
$1.91K - $2.2K
|
9
$1.78K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 200.0% |
$1.7K - $1.95K
|
12
$2.37K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8+ 3.25% |
$1.7K - $1.95K
|
254
$50.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8+ 1.68% |
$1.7K - $1.95K
|
485
$95.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 3.02% |
$1.7K - $1.95K
|
273
$53.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8+ 42.11% |
$1.7K - $1.95K
|
27
$5.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 116.67% |
$1.48K - $1.71K
|
13
$2.57K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7New |
$1.48K - $1.71K
|
7
$1.38K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7+ 11.11% |
$1.48K - $1.71K
|
70
$13.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7+ 2.79% |
$1.48K - $1.71K
|
258
$50.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7+ 4.09% |
$1.48K - $1.71K
|
178
$35.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7+ 0.39% |
$1.48K - $1.71K
|
1.79K
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
6+ 0.44% |
$1.27K - $1.47K
|
1.36K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6New |
$1.27K - $1.47K
|
6
$1.18K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.07% |
$1.27K - $1.47K
|
8.58K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.36% |
$1.27K - $1.47K
|
1.7K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5+ 0.18% |
$1.06K - $1.22K
|
2.82K
$556K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
5+ 0.35% |
$1.06K - $1.22K
|
1.42K
$280K
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
5+ 0.28% |
$1.06K - $1.22K
|
1.77K
$350K
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
5+ 0.41% |
$1.06K - $1.22K
|
1.23K
$243K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$1.06K - $1.22K
|
5
$987
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5+ 0.39% |
$1.06K - $1.22K
|
1.29K
$254K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5+ 166.67% |
$1.06K - $1.22K
|
8
$1.58K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5New |
$1.06K - $1.22K
|
5
$987
|